+948.3%
APH vs CNH
+107.0%
+841.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +1.8% |
| 7D | +11.1% | +6.4% | +4.7% | +8.7% |
| 30D | -7.3% | -1.6% | -5.7% | -6.9% |
| 3M | -6.2% | +11.6% | -17.7% | -10.8% |
| 6M | +24.9% | +12.5% | +12.4% | +17.2% |
| YTD | +18.4% | +31.1% | -12.7% | +3.8% |
| 1Y | +13.0% | +17.0% | -4.0% | +3.1% |
| 3Y | +276.4% | +28.7% | +247.7% | +217.8% |
| 5Y | +296.4% | -17.4% | +313.8% | +285.5% |
| All | +948.3% | +107.0% | +841.3% | +615.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CNH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling